About Us

Since 2006, Paragon Insurance Services has been a trusted name in strategic insurance planning for professionals, families, businesses, and organizations. Founded to serve the life and disability income insurance needs of legal and medical professionals, we’ve evolved into a full-service firm specializing in advanced life insurance design, income protection, group benefits, and commercial insurance.

At Paragon—meaning model of excellence—our mission is clear: to empower our clients with personalized insurance strategies that protect their income, safeguard their businesses, and preserve their legacies. We don’t just sell policies—we craft purpose-driven plans tailored to the unique needs of each client.

We’re proud to operate as an independent, client-centric firm that prioritizes people over products. Our holistic approach means we look beyond premiums and policies, focusing instead on long-term outcomes that offer clarity, security, and peace of mind.

With deep industry knowledge and a powerful network of partners and professionals, Paragon delivers forward-thinking solutions that adapt as your life, business, and goals evolve.

To empower individuals, families, and businesses to live with clarity, confidence, and peace of mind—by transforming the way they experience insurance.

We exist to protect what matters most, simplify the complex, and build enduring strategies that support income, preserve legacy, and create lasting security. 

To deliver expert insurance planning and benefits management that protect income, secure businesses, and preserve legacies—while building lifelong relationships based on trust, transparency, and results.

We serve individuals, families, and organizations with personalized strategies that simplify complexity, reduce risk, and support long-term success. 

To be the most trusted and forward-thinking insurance planning firm—recognized for delivering clarity in complexity, confidence in protection, and lasting impact in the lives and businesses we serve. 

Protect First. Plan with Purpose. Evolve with Integrity.

At Paragon Insurance Services, we believe every meaningful plan—whether personal or business—starts with protection. We safeguard what matters most today so our clients can grow with confidence tomorrow.

Protection comes first: Before building wealth or scaling a business, we secure the foundation—your income, your health, your people, and your legacy.

Protection is complete: We design strategies that reduce exposure, cover gaps, and give you peace of mind, not just paperwork.

Protection endures: Life evolves—and so should your insurance strategy. That’s why we stay engaged, reviewing and refining plans as your needs and goals change.

This is how we serve—with vision, vigilance, and an unwavering commitment to excellence.

Accountability
We take full ownership of our work and stand behind every strategy, recommendation, and result.

Empathy
We listen first, act with compassion, and always consider the unique needs, fears, and goals of our clients.

Gratitude
We honor the trust our clients place in us and approach every relationship with humility and appreciation.

Integrity
We lead with honesty, transparency, and a commitment to doing what’s right—always.

Selflessness
We put people before policies and prioritize our clients’ best interests in every decision we make.